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Lantz Financial’s TotalEnergies TTE Stock Holding History

Lantz Financial’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Sell
13,390
-1,462
-10% -$129K 0.19% 124
2026
Q1 		$1.35M Buy
+14,852
New +$1.13M 0.28% 97
2025
Q4 		– Sell
-13,439
Closed -$802K – 255
2025
Q3 		$802K Buy
13,439
+815
+6% +$50.2K 0.18% 132
2025
Q2 		$775K Sell
12,624
-356
-3% -$21.1K 0.19% 118
2025
Q1 		$840K Buy
12,980
+588
+5% +$35.5K 0.23% 106
2024
Q4 		$675K Buy
12,392
+1,814
+17% +$110K 0.18% 113
2024
Q3 		$684K Buy
10,578
+10
+0.1% +$679 0.19% 114
2024
Q2 		$705K Sell
10,568
-1,007
-9% -$71.6K 0.22% 104
2024
Q1 		$797K Sell
11,575
-960
-8% -$63K 0.26% 92
2023
Q4 		$845K Buy
12,535
+20
+0.2% +$1.33K 0.31% 85
2023
Q3 		$823K Buy
12,515
+166
+1% +$10.3K 0.33% 79
2023
Q2 		$712K Sell
12,349
-12
-0.1% -$726 0.28% 88
2023
Q1 		$730K Buy
12,361
+244
+2% +$15K 0.3% 83
2022
Q4 		$752K Buy
12,117
+446
+4% +$25.5K 0.34% 74
2022
Q3 		$543K Buy
11,671
+202
+2% +$10.1K 0.28% 86
2022
Q2 		$604K Buy
11,469
+1,861
+19% +$99.3K 0.27% 87
2022
Q1 		$486K Buy
9,608
+3,579
+59% +$194K 0.2% 108
2021
Q4 		$298K Buy
6,029
+1,204
+25% +$59.9K 0.14% 127
2021
Q3 		$231K Buy
4,825
+257
+6% +$11.4K 0.12% 134
2021
Q2 		$207K Sell
4,568
-71
-2% -$3.32K 0.11% 140
2021
Q1 		$216K Buy
+4,639
New +$211K 0.12% 127
2020
Q1 		– Sell
-4,804
Closed -$266K – 131
2019
Q4 		$266K Sell
4,804
-523
-10% -$27.6K 0.16% 117
2019
Q3 		$266K Sell
5,327
-1,496
-22% -$77.6K 0.18% 104
2019
Q2 		$382K Buy
6,823
+346
+5% +$18.9K 0.26% 90
2019
Q1 		$360K Buy
+6,477
New +$360K 0.26% 85

Other funds holding TTE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
BDL
Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Lantz Financial's TTE Position: Q2 2026 in Review

Lantz Financial reduced its TotalEnergies (TTE) stake by 9.8% in Q2 2026, selling an estimated $129K and leaving 13,390 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #124.

Lantz Financial first reported a position in TTE in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.35M in Q1 2026. 193 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Lantz Financial held 13,390 shares of TotalEnergies worth $1.04M as of Q2 2026.
  • Lantz Financial sold 1,462 TotalEnergies shares in Q2 2026, an estimated $129K.
  • TotalEnergies made up 0.19% of Lantz Financial's portfolio in Q2 2026, its #124 holding.
  • Lantz Financial first reported a position in TotalEnergies in Q1 2019 and has held it in 25 quarters since.
  • Lantz Financial's TotalEnergies position peaked at $1.35M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.